Accounting

Managing Client Complaints: A Golden Opportunity

Managing a client’s wealth can put trusted advisors directly in the firing line for client complaints. Your response can make or break your relationship with the client, and potentially do your practice serious harm. Learn why clients complain, how to manage complaints if you receive one, and most importantly, avoid getting one in the first place.

3rd Annual Small Business Structuring and Restructuring Conference

Get on top of all the cutting edge strategies you will need when your client’s small business needs to be structured or restructured. Obtain a practical guide to small business CGT concessions, early warning signs of liquidation or administration, and the latest taxation and asset protection strategies. Explore how to structure for succession. Plan for family complications, relationship breakdown, death or other crisis while ensuring the business survives. This jam-packed day is not to be missed.

Tax Summit 2020: Working Collaboratively with the ATO

Don’t miss this unique opportunity to engage with the ATO and understand how to work collaboratively with their new Private Wealth programs, COVID-19 compliance activities, tax governance and transparency and how to work together effectively on inquiries, audits, and tax disputes. Plus, get ahead on FBT planning for employee expenses and benefits, restructuring issues and what not to do if you want to avoid being on the TBP watchlist. If you only attend one event this year, ensure this is it.

Property Tax and Stamp Duty in Victoria: Essential Update

Gain a practical understanding of tax issues related to property whether you are looking at trusts, subdivisions, property development or tax on property in an Estate. Covering the latest in stamp duty, GST and property developments, plus practical tax considerations for dealing with property in the estate plan. Don’t miss this 2 hour update with practice leaders.

Client Care and Practice Bundle

Looking for Client Care & Practice hours to meet your FASEA requirements? Look no further. In 5 easy online sessions, our Client Care and Practice Bundle delivers 5 FASEA CPD hours to fulfil your mandatory requirements. In live & recorded sessions online, engage with our expert speakers on best practice advice to act as a client centric adviser. Everything from how to deal with complaints, how to get paid on time, how to niche your practice, how to expand your advice to turn 1 client into many, plus more

Trusts Trifecta for Advisors

The latest in our online mini-series, Trusts Trifecta for Advisors takes a deep dive into testamentary trusts, discretionary trusts and family trusts, exploring their pros and cons, complex taxation issues, passing control and knowing when to make a family trust election.

Family Trust Elections: When Are They Necessary?

Understanding when a family trust election is required can be complex. Franked dividends, trust losses, owning shares in a company with losses, or accessing the small business restructure rollover can all be viable reasons to make an FTE. The election comes with serious potential pitfalls, however, so it’s important to clarify your knowledge on when it is appropriate.

Cairns Accounting Conference

Details to confirmed at a later date

Tax Traps for Individuals Mini Series

A comprehensive update on recent developments in tax for individuals, including super, trusts and tax changes that impact your clients.

Scale Up Your Practice by Niching Down

WEB213AL02: Are you constantly trying to be all things to all people? Specialising in one field can be daunting, but the payoff if you get it right is enormous. Join Meryl Johnston as she imparts guidance and examples on how to increase revenue, profits and team happiness by specialising in a niche. Meryl will walk you through an in-depth case study detailing how her firm achieved rapid growth and success through specialisation.

Regulatory Compliance and Consumer Protection: Maintaining Your AFSL and Meeting Compliance Requirements

Getting your AFSL is only the first hurdle; maintaining compliance is the marathon. Clearly, even large licensees have struggled to comply with the laws and their license conditions. Make sure you have dotted the i’s and crossed the t’s on your compliance checklist by attending this 1 hour webinar with Sophie Gerber.

Passing Control of Discretionary Trusts

The very qualities that make discretionary trusts so appealing when established also create many headaches when it is time to pass control to the next generation. Familiarise yourself with the tax consequences, and how best to satisfy the expectations of both ingoing and outgoing generations.

State Property & Land Taxes Mini-Series

Delivered by leaders who have their finger directly on the pulse of everything you need to know about state taxes, this mini-series covers the latest developments in land tax, stamp duty and landholder duty for your jurisdiction.

Corporate International Tax Mini-Series

This November, explore inbound and outbound tax issues, including complex taxes, cross-border transactions and corporate tax residency issues.

10 SMSF Hours in One Day

Join us for 10 practical SMSF workshops and in-depth sessions packed with critical updates and the latest SMSF strategies. Claim 10 specialist SMSF hours in one go with everything you need to know about lump sum death benefit distributions, defined benefits and complex TBAR. Enhance your SMSF administration and get on top of your compliance obligations. Hear the latest contributions and pension strategies and unlock investment options, all from leading experts working at the coalface of these crucial issues

SMSFs Summit

We have gathered a team of experts to unpack significant issues with SMSFs. The impact of Non-Arm’s Length Income and the LCR 2021/22 will be demystified for you. Uncover the rippling effect of recent changes on in-specie property contributions. Be a step ahead of legacy pensions and so much more. With so many changes in recent times it’s easy for your strategies to become outdated, so make sure you’re investing your time wisely into staying at the forefront of a successful SMSF practice. WEB223N42

Estate Planning Conference

Issues covered include: estate planning and succession, taxation, superannuation, Division 7A issues, testamentary trusts, blended families, foreign clients and assets, small businesses, aged care issues, executor risks

4th Annual Estate Planning Conference Brisbane

4th Annual Estate Planning Conference Adelaide

4th Annual Estate Planning Conference Melbourne

4th Annual Estate Planning Conference Perth

Trusts Essentials

Issues covered include: trusts, CGT concession, ATO rulings, discretionary trusts, vesting, winding up a trust

4th Annual Trusts Essentials Brisbane

4th Annual Trusts Essentials Conference Adelaide

4th Annual Trusts Essentials Conference Melbourne

4th Annual Trusts Essentials Perth

Inaugural Employment Taxes and Financial Obligations Conference Melbourne

Inaugural Employment Taxes and Financial Obligations Conference

Issues covered include: employment termination, contractors, single touch payroll, superannuation guarantee, payroll tax, FBT, expatriate tax overview, underpayment of wages, accessorial liability under the Fair Work Act

Trusts and Estate Planning Conference 2019 Canberra

5th Annual Small Business Tax Essentials

The vast majority of businesses in Australia are small businesses, so you better be prepared to provide up to date and expert advice when a small business client comes to you for help. That means being across the game changing developments stemming from the budget, the election and the Banking Royal Commission. Eleven experts working on small business advisory will give you the latest updates and cutting edge strategies on all of the key issues your small business clients will expect you to know.

Tax and Wealth Advisory: Migration, Foreign Investors & Opportunities

Issues covered include: immigration for business and investors, foreign investment, non-residents doing business, non-residents doing family business, owning a property, anti-money laundering, tax considerations and non-residents, estate planning, administration and sucession for migrations and foreign investors

SMSF Symposium: Opportunities and Threats

Issues covered include: Financial Adviser Standards and Ethics Authority (FASEA) Update, TBAR, Royal Commission, Pension options, SMSF Deed, Superannuation contributions, non-concessional contributions, Transfer Balance Account, Super Death Benefits, Binding death benefit nominations, blended families, incapacity.

Business Sales Conference

Issues covered include: Enterprise value, Tax strategies, Pre-Sale Restructuring, Selling Business with Property, CGT exemptions, Concessions, Property structure, Business valuation methodologies, Preparing a Business for Sale, Equity transfer to family, Third party sale, tangible and intangible assets, Intellectual Property, Privacy and Data Protection, M & A Merger and Acquisition.

5th Annual Small Business Tax Essentials

Issues covered include: Phoenix business activities, tax case update, historical loans, unpaid present entitlements, small business restructuring, practical tax solutions for small business

Tax Strategies: Advising Individuals

Issues covered include: wealth accumulation, property tax, insurance payment, cryptocurrency, client's marriage, separations, family and accounting, succession and estate plannning

5th Annual Small Business Tax Essentials and SMSFs: Risks and Opportunities

5th Annual Small Business Tax Essentials

The vast majority of businesses in Australia are small businesses, so you better be prepared to provide up to date and expert advice when a small business client comes to you for help. That means being across the game changing developments stemming from the budget and the election. Twelve experts working at the coalface of tax and small business advisory will give you the latest updates and cutting edge strategies on all of the key issues your small business clients will expect you to know.

5th Annual Small Business Tax Essentials

With the vast majority of businesses in Australia being small businesses, you need to be prepared to provide up to date and expert advice to small business clients. That means being across the game changing developments stemming from the budget and the election and the Banking Royal Commission. Eleven experts working at the coalface of tax and small business advisory will give you the latest updates and cutting edge strategies on all of the key issues your small business clients will expect you to know.

5th Annual Small Business Tax Essentials

The vast majority of businesses in Australia are small businesses and you need to be prepared to provide up to date and expert advice to them. That means being across major Div 7A changes about to come into effect 1 July 2019 and small business structuring and re-structuring tax problems. Six experts working at the coalface of tax and small business advisory will give you the latest updates and cutting edge strategies on all of the key issues your small business clients will expect you to know.

SMSFs: Risks and Opportunities

Regulators are increasingly targeting SMSF advisors after finding that 90% of them have breached the law. If you want to stay out of the crosshairs and avoid a regulatory disaster for your practice and your clients it’s critical to keep updated with the latest legislation and understand precisely what regulators require. Take this opportunity to pick up practical tips on TBAR and work out tailored solutions on pensions, contributions, super death benefits and other planning strategies for your SMSF clients.

TBAR Reporting How It Works and the War Stories

Small Business Restructuring Conference

Things move fast in the business world. A growing business can quickly outgrow its business structure, and the resulting restructuring process can quickly become quite complex. Gain the insights necessary to advise your clients when they’re considering a business restructure so that their business can achieve its current and future goals without falling prey to the many traps that can sink a business.

SMSF Day 2019

Issues covered include: regulatory updates, owning property in an SMSF, non property investments, NALI, income rules, unrelated parties, retirement vehicles, pre and post relationships, strategic estate planning

SMSF Day 2019

From critical updates on major changes impacting SMSFs to step by step guides on the best SMSF strategies you need to be implementing right now, this comprehensive and practical conference is all you need to stay up to date. Hear an important regulatory update from the ATO. Master exactly how to optimise SMSFs as investment tools. Unlock the latest contributions and retirement strategies. It’s all there, all straight from leading experts working day in and day out at the coalface of these crucial issues.

SMSF Day 2019

From critical updates on major changes impacting SMSFs to step by step guides on the best SMSF strategies you need to be implementing right now, this comprehensive and practical conference is all you need to stay up to date. Hear an important regulatory update from the ATO. Master exactly how to optimise SMSFs as investment tools. Unlock the latest contributions and retirement strategies. It’s all there, all straight from leading experts working day in and day out at the coalface of these crucial issues.

SMSF Day 2019

From critical updates on major changes impacting SMSFs to step by step guides on the best SMSF strategies you need to be implementing right now, this comprehensive and practical conference is all you need to stay up to date. Hear an important regulatory update from the ATO. Master exactly how to optimise SMSFs as investment tools. Unlock the latest contributions and retirement strategies. It’s all there, all straight from leading experts working day in and day out at the coalface of these crucial issues.

Property Taxation and Advisory Conference 2019 - Recorded in October 2019, NSW

Issues covered include: CGT, GST, property tax, family law, estate planning, property investment

Property Taxation and Advisory Conference 2019 - Recorded in October 2019

Issues coverend include:Victorian property markets, land tax objection, subdividing & partitioning land, residential property development lifecycle, succession planning, CGT and main residence exemption, foreign investors

Small Business Structuring and Restructuring Conference

Issues covered include: small business structuring, prenups, split-ups, discretionary trusts, trust structures, small business CGT concessions, GST, duty, restructuring a business

Small Business Structuring and Restructuring Conference

Issues covered include: business structuring, tax , family law, estate planning, insurance, asset protection, CGT, GST

Family Business Advisory Conference

Issues covered include: restructuring, tax exit and cashing out strategies, impact of relationship breakdowns on family business, modern business succession planning

Family Business Advisory Conference 2018

Family businesses come in all different shapes and sizes and account for 70% of all businesses in Australia, but no matter the size they’ll all expect the same thing from you: guidance on the best strategies to help them structure, manage, grow and potentially pass on their business. And to top it off they’ll also expect the latest tax strategies.

5th Annual SMSF Conference 2018

Don’t miss this opportunity to raise the (T)bar on the SMSF strategies you can implement in your practice while we rollover the latest SMSF information directly to you and transfer the balance of updates you need to have on your radar. Experts working at the coalface of SMSF practice will deliver a unique, in-depth, and practical contribution workshop along with step by step guidance

Victorian State Taxes Conference 2018

We’ve assembled the key state tax updates and strategies you’ll need to keep your clients happy all in one day. Delivered by the SRO, legal and accounting leaders who have their finger directly on the pulse of everything you need to know about state taxes, this unique conference offers a one-stop-shop for all the information and tactics your clients will demand from you.

Tax Intensive for SME Advisers

SMEs simply can’t afford to utilise ineffective tax strategies or fall into tax traps, and quite frankly, neither can you. Your clients will expect you to provide the latest tax strategies to help them strengthen and grow their business. Gain timely insights from those working closely with SMEs every single day as they share their tips on the most critical issues impacting SMEs, including the ramifications of the 2018/19 Federal budget.

TBAR, Rollovers and the Transfer Balance Scheme

Issues covered include: TBAR, rollovers, transfer balance cap, reporting, compensation

Family Business Advisory Conference

Issues covered include: funding, restructuring and exit strategies, foreign investors, succession planning, relationship breakdowns

Family Business Advisory Conference

Issues covered include: restructuring and tax exit strategies, family business owners, relationship breakdowns, modern business succession planning

Trust Vesting

Issues covered include: absolute entitlement, tax consequences, vesting, Taxation Ruling TR2018/6, vesting date

Division 7A in the Changing Landscape

Issues covered include: proposed changes, loan rules, transitional rules, UPE's, Pre-1997 loans

Conversations About Capacity: How to Start Them and Why They are Important

Issues covered include: acting on instruction, competent clients, client competency, capacity, capacity issues

Auditing Risks: A Practical Guide

Issues covered include: audit risks, audit issues, SMSF auditor liability

Tax Disputes and the Commissioner’s Recovery Powers

Issues covered include: tax disputes, audits, assessments, objections, payment arrangements, garnishee notices, director penalty notices

Discretionary Trusts and the Family Court

Issues covered include: discretionary trusts, Family Court, Family Law Act, adult childs, parents, trust assets, outlaws

Family Business Advisory Conference

Issues covered include: cashing out and exit strategies, restructuring, business succession, family business startups, impact of relationship breakdown on family business

Family Business Advisory Conference - Recorded in November 2019, NSW

Issues covered include: family business structuring, estate planning and succession, family law and relationship disputes, tax

Exercising Power of Attorney: What Accountants and Financial Planners Need to Know

Issues covered include: exercising power of attorney, risk, dementia, principles, key issues

SMSF Trustee Death Benefit Decisions

Issues covered include: trustee death payment decisions, SMSFs, superannuation death benefits

The Gerry Harvey Tax: Helping Foreign Businesses Navigate The New Australian GST Landscape

Issues covered include: The Gerry Harvey Tax, overseas GST, electronic distribution platform, e-commerce, GST developments

Structuring for Asset Protection

Issues covered include: discretionary trusts, testamentary trusts, inter vivos trusts, succession planning, clawback mechanisms for trustees, taxation liabilities, CGT assets

Deceased Estates Administration Update

Administration of deceased estates is becoming increasing complex – burial disputes, dealing with digital assets and managing informal wills can be just some of the challenges. Hear the latest information, what the law is saying, what needs to be considered and what advice you should be giving to your clients.

Who is an Australian Tax Resident?

Issues include: residency tests, Australian tax resident, Harding case

Tax Implications for Estate Structures

Issues covered include: testamentary trust, deceased estates, transferring control, loan accounts, unpaid present entitlements

Family Trusts

Issues covered include: family trust, ending family trust, family trust election, family trust distribution tax, family tax

ATO Audits on SMEs

Issues covered include: small business tax, Tax Gap, ATO, taxpayers

SMSFs and Property Investment

Issues covered include: SMSFs, property investment, property structures, ATO

LRBAs in SMSFs Latest Developments

Issues covered include: LRBA landscape, SMSFs, regulator activity, compliance programs

Foreign Hybrid Mismatch Rules

Issues covered include: anti-hybrid mismatch, guideance products, ATO, foreign hybrid mismatch rules

Trusts: Hot Spots for 2020

Issues covered include: tax office targets, tax trusts, trust law, taxation of trusts"

Best Interest Duty and Getting SMSF Advice Right

Issues covered include: best interest duty, ASIC, SMSF, SMSF Advice

Victorian State Taxes Update

Issues covered include: State Taxes, economic entitlement, trust to beneficiary distributions, duty exemption, land tax, Principal Place of Residence exemptions, foreign purchaser duty and absentee owner surcharge

Family Law and Estate Planning

Issues covered include: family law, estate planning, loss of capacity, Binding Financial Agreements, companies and trusts, powers of attorney

SMSF Pension Strategies

Issues covered include: SMSF Pension Strategies, Retirement Income Streams, TBAR and TSB, Account Based Pensions, ECPI

Small Business CGT Concessions

Issues covered include: CGT concessions, small business

Testamentary Trusts and Deceased Estates

Issues covered include: TTs, testamentary trusts, estate planning, wills

Financial Agreements and Relationships

Issues covered include: financial agreements, relationships

Assisting Non-Residents to Set up Trusts

Issues covered include: non-resident beneficaries, SME, ATO, surcharge duty, land tax, foreign resident beneficiaries

SA Land Tax Update

Issues covered include: SA Land tax, joint ownership, company aggregation, trust surcharge

Employment Tax and Single Touch Payroll Update

Issues covered include: employment text, single touch payroll, revenue office

Property Development in a Fund

Issues covered include: SMSF, owning property, property development, ATO, property investments

Trusts and Wealth Management

Issues covered include: trustees, governance, digital assets, probate, wealth management

CANCELLED: ATO Objections and Appeals

Issues covered include: ATO objections, ATO appeals

Income Tax Update

Issues covered include: FY2020, Income Tax, budget, income tax consolidation outcomes

Inheritance and Estate Planning

Issues covered include: inheritance, simple will, testamentary trust will, estate planning, beneficary

Child Support Checklist: What you Can’t Overlook

Issues covered include: child support, financial agrements, checklist

Insurance within SMSFs: A Critical Guide

Issues covered include: insurance policies, SMSF, group cover, lump sum benefit strategies, pension

Practical Trust Distribution Strategies

Issues covered include: trust distribution, tax, section 100A reimbursement agreements

Estate Planning Issues in Aged Care and Retirement

Issues covered include: seniors, aged care, estate planning, retirement, blended families

SMSF Portfolio Review

How do you really know when an SMSF portfolio is as strong as it could be? Can you identify red flags on sight? What are the top advisers recommending? Spend an hour and gain the latest and greatest advice on SMSF portfolio review.

Testamentary v Super v Family v Super Pensions: Succession Structures

Issues covered include: testamenary trusts, super, family, super pensions

Super and Estate Planning

Issues covered include: tax implications, death benefit strategies, binding and non-binding nominations, death benefit payments

Tax and Superannuation: Latest Developments

Issues covered include: COVID-19, superannuation funds, compassionate grounds, LRBAs, non-arm length income, in-house assets, financial year

Trusts Summit

Issues covered include: Trusts, distributions, residency, unforeseen tax nightmares, families and death, foreign discretionary trusts, resident trusts with foreign assets, business structures and trusts, tax threats, Division 7A, small business CGT concessions

Estate Planning Conference 2020

Issues covered include: Death and taxes, strategic structuring, estates and family law, inheriting from foreign estates, dealing with ageing clients, the death of an SMSF member

Client Care and Practice Day: Why You Should Care

"Issues covered include: plain english, client interpretation, mental incapacity, estate planning, client complaints, expanding your client base.

Family Law: Tips and Traps for Accountants

Issues covered include: recent family law decisions, case update, important cases, family law issues, accountant family law issues, tax issues in family law settlements, financial agreements, prenuptial agreements, pre-nuptial agreements

Transfer Pricing in Practice for SMEs

Issues covered include: transfer pricing rules, SGE rules, SGE rules and SME, penalties for transfer pricing, guidelines for transfer pricing documents, international transfer pricing, australian rules transfer pricing, recording keeping transfer pricing, transfer pricing records

Superannuation Essentials Conference

Issues covered include: superannuation audit, what ATO looking for in audit of super, tax effective pensions, TBAR, practical tips TBAR, SMSF and property investment, investing in property in SMSF, super contributions, sole purpose test, ATO sole purpose test, superannuation strategies, common problems with SMSF, family breakdown and SMSF, SMSF compliance, family law payments to SMSF

Trusts Summit

Clients are now seeking more complex advice on trusts, from overseas beneficiaries to streaming capital gains to tax nightmares, and you need to design a much smarter strategy to meet their needs. You should be constantly reviewing your client’s existing trust structure to determine whether it still fulfils their demands, or whether changing circumstances or tax legislation has created a better structuring option. Walk away with a comprehensive guide to solve all these problems after this full day Summit

5th Annual Estate Planning Conference 2020

By investigating the latest estate planning issues, this full day program is particularly designed for you to grasp the essential skills you need to assist your clients with all complex scenarios. Master the key CGT implications of a deceased estate, understand the complex relationship between family law and estate planning, obtain the expert guide to cross border estate planning and learn how to deal with the death of an SMSF member.

Non Residents Doing Business in Australia

Issues covered include: Australia's immigration policy, Corporate tax residency, Foreign investors, Shareholder disputes, tax residency rules, overseas assets and income, juristdictional settlement

Business Formation and Exit Strategies

Issues covered include: business structures, legal and commercial considerations, capital raising, franchising, business succession, maximising business value, business restructures.

Superannuation Essentials

Issues covered include: audits, contributions, small business CGT Concessions for super, property development in SMSF, incapacity, unexpected circumstances.

GST Masterclass

Issues covered include: GST, Goods and Services Tax, Property Development, Going Concern, E-Commerce, Audit

CANCELLED: Dealing with Tax Authorities

Accountants spend a lot of time dealing with tax authorities: ATO audits, tax disputes, concerns over director penalties, and debt collection. As your clients’ representative, it’s crucial to stay informed and advise your clients early on matters that might result in tax disputes and relieve their burdens by acting and managing communication on their behalf. After this informative half day program, you will gain the keys to success when dealing with tax authorities.

CANCELLED: Trusts Essentials and Estate Planning Conference 2020

Clients are now seeking more complex advice on trusts and estate planning – from unexpected family circumstances, to changing business needs to new tax legislation. Keep updated at this year’s Trusts Essentials and Estate Planning Conference, to provide your clients with advanced and customised tax solutions for their trusts and estate planning structures, to better protect their assets in life and after death.

CANCELLED: Small Business Restructuring Workshop

Issues covered include: Australia's immigration policy, Corporate tax residency, Foreign investors, Shareholder disputes, tax residency rules, overseas assets and income, juristdictional settlement

5th Annual Trusts Essentials and Estate Planning Conference

Trusts and Estate Planning is becoming more complex with legislative amendments including changes to Div. 7A rules, 100A reimbursement agreements and small business CGT concessions. In addition, clients’ unexpected family circumstances and business needs are increasing in a complex social and business world. You will walk away from this updated with all proposed changes and the ability to provide your clients with practical tips and traps.

Superannuation Essentials

Issues covered include: pension strategies, superannuation contributions, estate planning and superannuation, and SMSFs and unexpected circumstances.

CANCELLED: Superannuation Essentials

Issues covered include: superannuation audit update, investment diversification, Valuations of unlisted shares/units, non-arms length income provisions, property investment in superannuation, property investment vs unit trusts, using LRB, tax effective pension, TBAR timing issues, death benefits, maximise contributions, sole purpose test, Reversionary v non-reversionary pensions, rolling death benefits, death benefit nominations, SMSF compliance

5th Annual Trusts Essentials and Estate Planning Conference

Issues covered include: Queensland State Taxes, Discretionary Trusts, restructuring family trusts, Section 100A Reimbursement Agreements, changes to Division 7A, unforeseen tax nightmares, asset protection.

Property Taxes: A Deep Dive

Issues covered include: structuring, GST, stamp duty and land tax, foreign investors, tax mistakes and tax disputes.

CANCELLED: Small Business Restructuring Workshop

Issues covered include: SME restructures, small business CGT concessions, small business rollover restructure, transferring employees, leases and intellectual property, Duty exemptions and concessions for business restructures

CANCELLED: CPD Day for Trusted Advisors

Issues covered include: 2020 Tax update, COVID Measures and Their Impact on 2020 & 2021 Tax Positions, new rules limiting deductions for vacant land, offshore tax deduction, Transferor Trust regime, operation of s99B, business valuations and COVID19, keeping clients data safe

Tax, Super, Trusts: The Latest

Issues covered include: COVID-19, Division 7A, Asset protection, estate planning, superannuation

CANCELLED: Business Formation and Exit: Strategies and Concerns

Issues covered include: start up challenges, common challenges for start up business, structuring business for multiple owners, best advice for small business, profit sharing disputes, how to avoid profit sharing disputes, key risks in profit sharing, restructuring businesses before selling, tax consequences on exit strategies, tax consequences of sale of business versus sale of shares, value of business, how to describe value of business, key areas to consider when valuing business

CANCELLED: CPD Day for Trusted Advisors

Busy accountants need to stay up to date across all the areas in which you advise AND meet CPD requirements. We’ve brought together the experts to give you one day, 6 CPD hours, convenient CBD location or online from your desk. Gain skills, knowledge and information from practitioners at the coal face. Gain the latest technical updates in tax, super, valuation and estate planning, plus grounded, practical guidance to assist you in your business, ethics and in serving your clients.

Urgent Tax Troubles for SMEs

Issues covered include: latest tax updates, latest tax legislation, recent cout rulings, excluding non-residents from CGT exemption, testimentary trusts to minors, superannuation guarantee, land tax, land exemptions, land tax grouping provisions, hybird trusts, fixed trusts, recent tax disputes, small business rollover and CGTconcessions, cash flow boost and jobkeeper scheme, Division 7A,how to bring additional stakeholder to a growing business

CANCELLED: CPD Day for Trusted Advisors

As a busy accountant, you need to stay up to date across all the areas in which you advise AND meet CPD requirements. We’ve brought together the experts to give you one day, 6 CPD hours, convenient CBD location or online from your desk. Gain skills, knowledge and information from practitioners at the coal face. Gain the latest technical updates in tax, super, valuation and estate planning, plus grounded, practical guidance to assist you in your business, ethics and in serving your clients.

Succession Planning Masterclass

Issues covered include: SMSF considerations, real estate, deceased estates

CANCELLED: Small Business Tax Essentials 2020

This half day Small Business Tax Essentials program will cover the all essential issues you need to consider when dealing with your small business clients. You will be provided with a comprehensive tax update and the most practical tax strategies that affecting your clients.

2020 Ethics Intensive

Issues covered include: Ethics of a financial advisor, building trust with your client, ethical culture, ethical leadership, uncousious bias in decision making, what is meant by best interest?, informed consent, FASEA Code of Ethics, accountant unprofessional conduct, professional misconduct in the context of billing, IESBA Code of Ethics, Disciplinary action against financial planners, disciplinary action against accountants, recent complaints, common complaints against financial planners, common compliant

Hottest Issues You Need to Know about Estate Planning

Issues covered include: execution of client's will, preparation, testamentary trust, family business

SMEs and COVID-19 Tax Related Stimulus Measures: A Deep Dive

Issues covered include: COVID-19, SMEs, asset valus, turnover, small business CGT concessions, small business restructure rollover

Legal Issues Arising from COVID-19: What Accountants Need to Know

As COVID-19 continues to impact the country, the pandemic has given rise to legal issues that every accountant must address. Accountants are at the front line of advisers during the COVID-19 crisis. Many of the questions put to accountants raise serious legal questions. What happens to commercial leases? Is what happens to commercial leases (if anything) going to impact on franchises? What about Director’s duties? Can a contract be terminated because of a force majeure clause? Is the law on hold?

SMSFs and COVID-19: Reporting and Audit Implications

Issues covered include: insurance policies, SMSF, group cover, lump sum benefit strategies, pension

Director Penalty Notices and COVID-19

Issues covered include: ATO objections, ATO appeals

The New ‘Business as Usual’: Surviving and Thriving in a New Economic Environment

Your work environment looks different; your business itself probably looks different, and expecting things to return to ‘normal’ is just wishful thinking. We are all in a new economic situation, and must adapt to survive. Find out how to see new opportunities, re-assess your financials and develop a new and resilient business strategy. Find your new ‘business as usual.’

Estate Planning in a COVID-19 Environment

COVID-19 has brought the execution of wills and estate planning documents to the top of priority list for many of your clients, so you need to know the latest developments. You know the financial affairs of your clients better than anyone, and are in a unique position to ensure they have made all the necessary arrangements with respect to their estate planning. Ensure your clients are protected if documents need to be made or upgraded during this time.

Property Development in a Fund

Issues covered include: SMSF, property development, LRBA's, COVID-19, recent Regulator's Bulletin

Year End Tax Traps

2 hours, 5 tax experts and all the essential updates: Urgent 30 June checklist, Div 7A update and the latest case law impacting year end planning.

FASEA Mandatory Categories: CPD Triple Shot

Issues covered include: new technology, regulations, professionalism and ethics, managing an Australian Financial Services Licensee

Ensuring Your Firm Is Client Focused for Greater Profitability

Issues covered include: client focus, client ranks, good clients, client database

Trust Integrity Provisions: Practical Application of Specific Provisions

Issues covered include: trust integrity provisions, reimbursement arrangements, unpaid present entitlements, trust loss rules, circular trust distributions

How to Build Your Ethics Toolkit as a Modern Professional

Unpack ethical concepts and understand what they mean for you in practice, building your toolkit to become a more ethical professional

SA Land Tax Structuring to Achieve Land Tax Efficiency

Issues covered include: SA land tax, varied tax rate, structuring options

COVID-19 & Your Clients: Questions Answered

Issues covered include: COVID-19, 2020 SMSF audits, tax update, business valuation, client's will

Running a Multi-Family Office: Benefits to Client Care

Issues covered include: Family, financial planning, service packages

Small Business Restructuring Workshop

Thousands of Australian businesses have been in ‘survival mode’ as they tried to endure the impact of COVID-19. Now, as things start to turn around, many small businesses are reconsidering their structure. Client business structures can regularly be unsuitable for present circumstances, not just following a global pandemic. Whether they were not correctly created in the first place, operations have changed over time, succession planning issues have arisen or any other multitude of reasons.

SMSF Audit Risk: Mini Series

COVID-19 has added to an already uncertain SMSF auditing space. If you’ve only just come up for air after months of mayhem & missed the changes, then ensure you catch up before we dive into audit season. In 2 convenient 1 hour webinars on 23rd & 24th July, our audit experts will explain valuations’ impact on audits & the latest audit requirements for COVID-19 concessions. Plus, join a workshop panel on 31st July with all 3 experts with the opportunity to submit your questions and examples for discussion

Facing up to Ethical Challenges

Know how to respond when you personally are faced with a situation that challenges your ethics. Have an answer ready when the inevitable daily ethical questions arise. Do not find yourself with a professional misconduct claim. Take home practical advice and sensible guidance on the ethical challenges that you will be faced with in your everyday practice.

Division of Assets in Family Disputes

Understand the impact of separation, divorce or death on your client’s financials. Know the latest Court decisions and their implications. Avoid disputes arising over a family trust. Join leading family lawyers and barristers to understand how you can better assist your clients’ financial decisions in family disputes.

Maximising the Value of Your Client Relationships and Getting Paid on Time

Transform your thinking about client relationships and re-evaluate the strategic objectives of your practice. Ensure you have effective collection policies in place to ensure you are paid on time! Get the most value out of your client relationships and build a stronger and more client-focused practice.

SMSF Audit Risk: Valuations Now and Into the Future

COVID-19 has added to an already uncertain SMSF auditing space. If you’ve only just come up for air after months of mayhem & missed the changes, then ensure you catch up before we dive into audit season. In 2 convenient 1 hour webinars on 23rd & 24th July, our audit experts will explain valuations’ impact on audits and the latest audit requirements for COVID-19 concessions. Plus, join a workshop panel on 31st July with all 3 experts with the opportunity to submit your questions and examples for discussion.

SMSF Audit Risk: Audit Requirements for COVID-19 Concessions

COVID-19 has added to an already uncertain SMSF auditing space. If you’ve only just come up for air after months of mayhem & missed the changes, then ensure you catch up before we dive into audit season. In 2 convenient 1 hour webinars on 23rd & 24th July, our audit experts will explain valuations’ impact on audits and the latest audit requirements for COVID-19 concessions. Plus, join a workshop panel on 31st July with all 3 experts with the opportunity to submit your questions and examples for discussion.

SMSF Audit Risk: Workshop Panel

COVID-19 has added to an already uncertain SMSF auditing space. If you’ve only just come up for air after months of mayhem & missed the changes, then ensure you catch up before we dive into audit season. In 2 convenient 1 hour webinars on 23rd & 24th July, our audit experts will explain valuations’ impact on audits and the latest audit requirements for COVID-19 concessions. Plus, join a workshop panel on 31st July with all 3 experts with the opportunity to submit your questions and examples for discussion.

ATO Crackdown on JobKeeper, Super

The money has flowed and now it’s time to cross-check. The ATO are data-matching to crackdown on inappropriate access to the government’s early access superannuation and JobKeeper schemes. Now is the time to make sure your clients were eligible. Plus, stay on top of changes to eligibility.

Scale Up Your Practice by Niching Down

WEB213AL02: Are you constantly trying to be all things to all people? Specialising in one field can be daunting, but the payoff if you get it right is enormous. Join Meryl Johnston as she imparts guidance and examples on how to increase revenue, profits and team happiness by specialising in a niche. Meryl will walk you through an in-depth case study detailing how her firm achieved rapid growth and success through specialisation.

SMSF Structures and Investments

Ensure that your clients’ SMSF is structured effectively, and that the structure stays effective no matter the circumstances. Examine the considerations around companies, trusts and super, understand the investment rules for SMSFs and confirm that it meets all compliance obligations. Get the latest advice directly from the experts on SMSF structures and investments to meet your client’s expectations.

SMSF Compliance: Audits, Pensions and Sole Purpose Test

SMSF compliance has become even more complex over the last six months. Hear from the superannuation gurus working at the coalface on SMSF audits, the most effective pension strategies and the Sole Purpose Test. Don’t let simple mistakes become expensive ones.